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November 17, 2016
2016 Review of SmartVault
A great solution for firms using QuickBooks, SmartVault offers both bi-direction portal capability as well as complete document storage capability. A QuickBooks plug-in is available that allows users to scan a document into the system and sync the ...
Mary Girsch-Bock
Contributing Writer
Mary grew up in Chicago, graduating from the University of Illinois-Chicago. She began her career as accountant and later made the switch to writing full time, concentrating on business and technology, with a focus on small business. A former QuickBooks beta tester, Mary’s work has appeared in The Motley Fool, The Blueprint, and Property Manager.com. She currently writes a monthly accounting and technology-related blog for PLANERGY, and ghostwrites several blogs for various software companies.
Mergers and Acquisitions February 18, 2025
Citrin Cooperman Acquires HW&Co. in Ohio
The PE-backed top 20 firm said Tuesday it has acquired substantially all the assets of HW&Co., a Woodmere, OH-based accounting and advisory firm that is among the top 300 largest in the U.S. by revenue.
Technology February 18, 2025
Ignition Debuts AutoPricing to Automate Growth for Services Businesses
AutoPricing is a new suite of pricing automation capabilities to help professional services businesses increase prices in bulk to grow revenue and improve profitability, Ignition says.
Technology February 18, 2025
Prismatic Rebrands as Asseta, Turns Focus to Family Offices
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
Accounting February 17, 2025
Virginia Passes Law Enabling Alternative Paths to CPA Credential
Virginia passes state law to offer alternative to 150-hour rule for CPA credential. Candidates can now earn the credential with a 4-year degree, plus 2 hours of experience, and passing the CPA Exam.